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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3351	RI Ridgewood Investments Springfield, New Jersey	$1.91M	-$352K	4	1.49%	Reduced
3352	AMG Asset Management Group Stamford, Connecticut	$1.9M	+$20.5K	3	0.68%	Increased
3353	PFA Pathway Financial Advisors South Burlington, Vermont	$1.9M	+$254K	4	0.56%	Increased
3354	ONST Old North State Trust Greensboro, North Carolina	$1.89M	-$468K	7	1.37%	Reduced
3355	TD Ameritrade Investment Management Omaha, Nebraska	$1.89M	+$258K	17	0.02%	Increased
3356	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.88M	-$933K	1	1.04%	Reduced
3357	TFO Tarbox Family Office Newport Beach, California	$1.88M	-$150K	32	0.59%	Reduced
3358	MF Manchester Financial Westlake Village, California	$1.87M	+$314K	18	0.84%	Increased
3359	WCG Weaver Consulting Group Huntington Beach, California	$1.87M	-$8.89K	27	1.02%	Reduced
3360	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.85M	+$12.9K	4	1.61%	Increased
3361	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.84M	-$38.7K	3	1.56%	Reduced
3362	FNC First National Corp Rockland, Massachusetts	$1.84M	-$272K	3	0.76%	Reduced
3363	CWM Campbell Wealth Management Alexandria, Virginia	$1.84M	+$200K	4	0.44%	Increased
3364	WDL Well Done LLC Holland, Michigan	$1.83M	-$1.91M	3	0.43%	Reduced
3365	BOE Bank of Edwardsville Edwardsville, Illinois	$1.82M	-$132K	2	2.28%	Reduced
3366	SHA Seneca House Advisors Richmond, Virginia	$1.81M	-$218K	2	1.66%	Reduced
3367	BW Biegel & Waller Columbia, Maryland	$1.81M	+$92K	2	0.92%	Increased
3368	RVPG Relative Value Partners Group	$1.8M	-$88.9K	2	0.19%	Reduced
3369	EI Ellevest Inc New York	$1.8M	+$897K	19	0.71%	Increased
3370	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$1.79M	-$81.2K	3	0.75%	Reduced
3371	FVSAZ Flossbach von Storch AG Zurich Zurich, Switzerland	$1.79M	$0	1	2.12%	Maintained
3372	LFS Legacy Financial Strategies Overland Park, Kansas	$1.79M	+$936K	3	1.67%	Increased
3373	MCM Mork Capital Management Healdsburg, California	$1.79M	-$1.64M	2	1.66%	Reduced
3374	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.78M	-$38.1K	2	0.73%	Reduced
3375	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.77M	-$336K	2	1.46%	Reduced